Estate Law

Since the announcement of the “estate donation” rules in the 2014 Federal Budget, there have been a number of amendments that have addressed sector concerns and drafting errors.  

One unintended consequence in the original estate donation provisions relates to gifts of private company shares.  All estate donations of private company shares to any registered charity would be categorized as a non-qualifying security, not just gifts to private foundations.  As a result, no tax receipt could be issued until the shares are sold within a 60-month window.   

Strategic Gift Planning is more than just Planned Giving.

It’s more than donations and fundraising and philanthropy.

It’s tied to tectonic questions like, “why are we here”, and actions that change the world.  

As practitioners, we get stuck in our day-to-day activities. 

But who is a practitioner? We are fundraisers, lawyers, accountants, bankers, insurance professionals, estate trustees --- and we need to start talking to each other if we want to be of better service to our donors and clients. 

SO. Let’s get talking.